The KE Report

Marc Chandler - Fed Policy, Inflation Trends, and Global Market Risks

Listen Later

Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website, joins us for this special Sunday editorial on the KE Report.

Key topics discussed:

  • Inflation Data: A closer look at why headline inflation remains above the 2% target and why base effects suggest future readings may edge higher.

  • Fed Policy Outlook: Despite political noise, the Fed remains patient. Marc explains why some members (like Waller) are pushing for earlier cuts and how labor market weakness - not just inflation - may drive the next move.

  • Market Reaction: Are potential Fed cuts already priced in? Why retail buying and FOMO are fueling equity highs, and what that means for risk ahead.

  • Tariffs & Earnings: How shifting tariffs could pressure margins, stoke inflation, and impact upcoming earnings season.

  • Global Events: What to watch this week: flash PMIs, the ECB meeting, Tokyo CPI - and why Japan’s political backdrop is worth noting.

    •  

    Click here to visit Marc’s site - Marc To Market.

    ...more
    View all episodesView all episodes
    Download on the App Store
    The KE ReportBy KE Report
    • 4.3
    • 4.3
    • 4.3
    • 4.3
    • 4.3

    4.3

    12 ratings

    More shows like The KE Report

    View all
    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,061 Listeners

    Sprott Money News by Sprott Money

    Sprott Money News

    149 Listeners

    Mining Stock Education by Bill Powers

    Mining Stock Education

    147 Listeners

    Mining Stock Daily by Trevor Hall

    Mining Stock Daily

    98 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    360 Listeners

    Palisades Gold Radio by Collin Kettell

    Palisades Gold Radio

    267 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    90 Listeners

    ITM Trading Podcast by The Daniela Cambone Show and Taylor Made Economics

    ITM Trading Podcast

    77 Listeners

    Wealthion - Be Financially Resilient by Wealthion

    Wealthion - Be Financially Resilient

    374 Listeners

    The Jay Martin Show by Jay Martin

    The Jay Martin Show

    69 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    418 Listeners

    The Julia La Roche Show by Julia La Roche

    The Julia La Roche Show

    78 Listeners

    The David Lin Report by The David Lin Report

    The David Lin Report

    43 Listeners

    Commodity Culture by Jesse Day

    Commodity Culture

    22 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    155 Listeners